The Jock Tax Effect: Why Retirement Taxes Catch People Off Guard

The Jock Tax Effect: Why Retirement Taxes Catch People Off Guard

A Super Bowl win can come with a six‑figure tax bill—and that surprise isn’t limited to pro athletes. Using California’s “jock tax” as a real‑world example, this episode explores how unexpected taxes can surface later in life. Host and retirement advisor, Richard Warner, unpacks how required minimum distributions can turn once‑tax‑free Social Security into taxable income, trigger higher Medicare premiums, and create ripple effects retirees don’t always anticipate. The conversation walks through real scenarios involving lump‑sum withdrawals, debt payoff decisions, and the timing of tax planning conversations as retirement approaches.

Book your complimentary appointment with Richard and his team on warnerfinancialsolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!

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Jaksot(52)

What Will Your Business Actually Be Worth When You Sell It?

What Will Your Business Actually Be Worth When You Sell It?

Think your business is your retirement plan? The real question is whether someone else will see the same value in it when it's time to sell. In this episode of The Retirement Bullpen, Richard Warner c...

18 Elo 21min

What If Your Business Doesn't Sell When You're Ready to Retire?

What If Your Business Doesn't Sell When You're Ready to Retire?

What if the biggest threat to your retirement isn't the market, but the fact that your business may not sell when you're ready to walk away? In this episode of The Retirement Bullpen, Richard Warner e...

4 Elo 19min

The Scams Targeting Retirees Right Now

The Scams Targeting Retirees Right Now

What if one phone call could cost you your life savings? In this episode of The Retirement Bullpen, Richard Warner breaks down the growing threat of financial scams targeting retirees—and how quickly ...

21 Heinä 19min

What Happens When You Retire Alone?

What Happens When You Retire Alone?

What happens to your retirement plan when you’re suddenly navigating it on your own? In this episode of The Retirement Bullpen, Richard Warner explores the realities of entering retirement solo—whethe...

7 Heinä 19min

Can You Rely on Social Security for Retirement?

Can You Rely on Social Security for Retirement?

Could changes to Social Security quietly reshape your retirement income? In this episode of The Retirement Bullpen, Richard Warner unpacks a proposal to cap benefits—and what it reveals about the futu...

23 Kesä 17min

What Happens If You Don’t Plan for Long-Term Care?

What Happens If You Don’t Plan for Long-Term Care?

What if avoiding the long-term care conversation today creates the biggest burden for your family tomorrow? In this episode of The Retirement Bullpen, Richard Warner unpacks why long-term care plannin...

9 Kesä 19min

When Fear Rings the Bell: Emotional Triggers in Retirement

When Fear Rings the Bell: Emotional Triggers in Retirement

Why do smart retirement decisions sometimes unravel the moment fear sets in? Using the classic lesson of Pavlov’s Dog, this episode of The Retirement Bullpen explores how emotional triggers—like marke...

26 Touko 16min

Singles, Doubles, and Retirement: A Smarter Game Plan

Singles, Doubles, and Retirement: A Smarter Game Plan

Trying to swing for home runs in retirement can leave you striking out when it matters most. In this episode of The Retirement Bullpen, investment advisor representative, Richard Warner, uses baseball...

12 Touko 17min

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